Product Support Specialist

Lincoln Financial

Radnor (Delaware County)

Hybrid

USD 59,000 - 95,000

Full time

6 days ago
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Benefits offered by this job

PTO/Parental leave
401K
Health coaching
EAP
Tuition assistance
Leadership training
Flexible work options
Tech training

Job summary

Lincoln Financial in Radnor, PA is seeking a Product Support Specialist to join the RPS Product Team. You will support advisory and asset allocation programs by collaborating with business teams and internal and external partners to manage and enhance existing offerings.

The role emphasizes relationship-building, project management, and cross-functional collaboration to drive improvements in products, processes, and client outcomes.

Qualifications

  • 1-3+ years experience with retirement products or services.
  • 4 years bachelor's degree or equivalent work experience.
  • Confident, strong written and verbal communication skills.

Responsibilities

  • Collaborate with Operations, Product, and external partners to support advisory and asset allocation offerings.
  • Deliver timely, accurate recurring reports to stakeholders.
  • Monitor book of business to identify trends and escalate issues.
  • Assess impact, risk and prioritize responses to problems or defects.
  • Analyze operational challenges and assist with effective solutions.
  • Identify opportunities for process improvements and communicate recommendations to management.

Skills

retirement products experience
communication skills

Education

Bachelor's degree

Tools

Excel pivot tables
Macros

Job description

Alternate Locations

Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 76442

The Role at a Glance

We are excited to bring on a Product Support Specialist to our RPS Product Team. In this role, you will support advisory and asset allocation programs by collaborating with assigned business teams and internal and external partners to manage and enhance existing offerings. This role is responsible for helping ensure the effective execution of current programs while contributing to strategic projects focused on improving products, processes, and client outcomes. Strong relationship-building, project management, and collaboration skills are essential to successfully drive initiatives and deliver value to stakeholders.

What You'll Be Doing
  • Collaborate cross-functionally with Operations, Product, and external partners to provide comprehensive support and ensure the integrity of Lincoln’s advisory and asset allocation product offerings
  • Deliver timely and accurate recurring reports to internal and external stakeholders
  • Monitor the book of business to identify trends, investigate anomalies, and elevate issues as appropriate
  • Determine, or seek guidance to determine, the most appropriate response to identified problems, issues, or defects by assessing impact, risk, and prioritization
  • Analyze operational and business challenges and support the development and implementation of effective solutions
  • Identify opportunities for process improvements and communicate recommendations to management that enhance quality, increase efficiency, and reduce workloads within assigned areas
What We’re Looking For

Must-haves:

  • 1 - 3+ Years experience with retirement products and/or services that align with the responsibilities of this position
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelors)
  • Confident, comfortable communicator with strong written and verbal communication skills

Nice-to-haves:

  • Prior experience with Lincoln Director and Alliance product offerings
  • Working knowledge of Morningstar services including Managed Accounts, fiduciary services and custom models
  • Experienced with Excel pivot tables and macros

Application Deadline: Applications for this position will be accepted through August 28th, 2026 subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you
  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
  • Leadership development and virtual training opportunities
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • Work arrangements that work for you
  • Effective productivity/technology tools and training

The pay range for this position is $59,250 - $94,800 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543.

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